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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / I need to send my invo...
Microsoft Dynamics GP (Archived)

I need to send my invoices or orders documents via email using the E-mail buttom but using Report Writer and not the Word Template

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Posted on by mgarcia 379

Good morning,

   I made several modifications to the invoices, orders and quotes using the GP Report Writer when I try to send emails using E-mail buttom in PDF format GP show me that is necessary assign a word template to the report, this work fine but the problem is that the word template do not have the modifications already made in report writer to the documents.

Any suggestion is welcome,

Mr. García

I have GP 2016 version16.00.0579 (R2)

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  • Verified answer
    L Vail Profile Picture
    L Vail 65,271 on at

    Hi,

    In order to use the email feature, you must use the Word templates. You cannot use Report Writer reports for this. You can print a Report Writer report to the window, and then send it to email as a pdf. (if you have Adobe Standard). The changes you made in Report Writer will need to be made to the Word template. If you have added additional fields, you need to print the standard report to an XML file and then attach that XML source to the Word template. For more information, take a look at https://blogs.msdn.microsoft.com/developingfordynamicsgp/2011/05/05/keeping-word-templates-in-synch-with-report-writer/.

    Kind regards,

    Leslie

  • Suggested answer
    mgarcia Profile Picture
    mgarcia 379 on at

    Good morning,

     Thanks a lot for your help

  • John S Miele Profile Picture
    John S Miele 2 on at

    Hi Mr Garcia,

    I know this is an old post, but there is an alternative.  You can use the reporter writer report for emailing provided you have the Adobe PDF Writer.  If your emailing from one specific client, this may be a viable solution as you will need to purchase a license for Adobe PDF Writer, and when I last checked, it was about $100 per user license.

    John Miele

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